Founded by Preeti Jassal, Trinity Accounting Solutions has rapidly grown into a trusted financial services firm that prioritizes client relationships and customized financial strategies. With over a decade of industry experience, Preeti’s journey began in 2009, working as an accounting technician at the Women's Place Kenora in Ontario. Her career path took her through diverse sectors, including public practice, not-for-profit organizations, First Nations financial management, boutique firms specializing in niche clients and a stint at KPMG.
After relocating to British Columbia in 2015, she continued expanding her expertise and soon recognized a gap in the market—one that she could uniquely fill. An entrepreneurial drive to offer clients hands-on accounting solutions reshaped her career trajectory, inspiring her to establish Trinity Accounting Solutions two years ago. What started with just five clients has grown to serve over 150 clients across various industries, including construction, project management, and medical services.
Trinity Accounting Solutions differentiates itself through a client-centric approach that ensures proactive financial management. The firm’s core services include:
- Full-Service Bookkeeping: Monthly and quarterly bookkeeping, tax filings, and financial statement preparation.
- Accounting & Financial Reporting: Providing monthly financial statements to clients instead of traditional annual reports.
- Business Coaching & Budgeting: One-on-one financial consultations, helping clients with goal setting, forecasting, and strategic financial planning.
- Integrated Referral Network: An in-house referral network of mortgage advisors, real estate professionals, and legal experts, ensuring clients receive comprehensive financial guidance under one roof.
- Customized Financial Packages: Clients can choose from different service levels, ranging from basic bookkeeping to premium packages that offer extensive financial oversight and advisory support.
After relocating to British Columbia in 2015, she continued expanding her expertise and soon recognized a gap in the market—one that she could uniquely fill. An entrepreneurial drive to offer clients hands-on accounting solutions reshaped her career trajectory, inspiring her to establish Trinity Accounting Solutions two years ago. What started with just five clients has grown to serve over 150 clients across various industries, including construction, project management, and medical services.
As many clients navigate economic uncertainties, Trinity Accounting Solutions provides tailored financial strategies to ensure stability and growth. These include but are not limited to proactive cash flow management, tax optimization & compliance, and financial forecasting & budgeting.
Looking ahead, Trinity Accounting Solutions aims to expand its reach in the not-for-profit sector and First Nations businesses while continuing to provide top-tier financial services to existing and new clients. For business owners seeking a dedicated financial partner, Trinity Accounting Solutions offers a comprehensive suite of services designed to optimize financial health and drive sustainable success.
https://www.trinityaccountingsolutions.com/
info@trinityaccountingsolutions.com
236-992-2136
